The dominance of the Mag-7 tech giants is declining as investment capital spreads beyond Big Tech, prompting a shift toward selective stock picking. Hyperscale companies face huge capital expenditure demands to support AI development, with free cash flow expected to recover by 2030, but risks increase due to AI becoming commoditized. Valuations for major names like Apple and Tesla seem high relative to their growth, complicating their risk and reward balance. This environment favors investors focusing on hard-asset sectors and selective tech stocks rather than broad passive Big Tech investments.
Invesco offers two ETFs, QQQ and QQQM, that track the same Nasdaq-100 index with identical holdings and management but differ in fees. QQQ charges a 0.18% fee, while QQQM charges 0.15%, which may seem small but compounds into significant savings over...
In 2026, JPMorgan's Nasdaq-focused ETF (JEPQ) has delivered significantly higher monthly income distributions than its S&P 500-based sibling (JEPI), driven by the greater volatility and option premiums of the tech-heavy Nasdaq index. JEPI offers broa...
Apple has acquired Sonera, a company specializing in non-invasive neural signal sensors that can measure brain activity for applications like muscle monitoring and thought control of devices. This technology could enable thought-controlled Apple prod...
SK Hynix shares rose 7% due to AI data centers pulling memory capacity away from smartphones, boosting demand for high-bandwidth memory chips. Apple stock fell 1% as rising memory costs pressure its margins, with Apple highlighting limited supplier o...
Big banks like Morgan Stanley and JPMorgan want AI systems they can physically disconnect from the internet for better control and security, signaling a shift from cloud-only AI compute to hybrid models that include on-premises hardware. Nvidia's CEO...
